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Dollar General Corp

DG
Exchange
NYSE
Industry
Retail-Variety Stores
SEC CIK
0000029534

In the last 90 days, Dollar General Corp insiders filed 0 open-market purchases and 1 sale; 1,134 institutions reported holding it in 13F filings for Q2 2026, worth $24.8B in total; superinvestors Markel Group and Semper Augustus hold it.

13F holders, Q3 2021

Institutional positions in Dollar General Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,144
+10 vs. Q2 2021
Shares held
216.2M
+787.0K (+0.4%) vs. Q2 2021
Total value
$45.9B
−$738.3M (−1.6%) vs. Q2 2021
New holders
88
455 more added
Sold out
78
423 more reduced

14 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 1,144 institutions
Q1 2021: 1,177 institutionsQ2 2021: 1,148 institutionsQ3 2021: 1,144 institutionsQ4 2021: 1,236 institutionsQ1 2022: 1,205 institutionsQ2 2022: 1,235 institutionsQ3 2022: 1,267 institutionsQ4 2022: 1,277 institutionsQ1 2023: 1,241 institutionsQ2 2023: 1,164 institutionsQ3 2023: 1,037 institutionsQ4 2023: 1,114 institutionsQ1 2024: 1,105 institutionsQ2 2024: 1,045 institutionsQ3 2024: 920 institutionsQ4 2024: 906 institutionsQ1 2025: 916 institutionsQ2 2025: 1,021 institutionsQ3 2025: 1,061 institutionsQ4 2025: 1,171 institutionsQ1 2026: 1,154 institutionsQ2 2026: 1,134 institutions
Value heldQ3 2021: $45.9B
Q1 2021: $43.9BQ2 2021: $46.7BQ3 2021: $45.9BQ4 2021: $51.9BQ1 2022: $47.5BQ2 2022: $51.5BQ3 2022: $49.5BQ4 2022: $50.4BQ1 2023: $42.6BQ2 2023: $34.3BQ3 2023: $20.8BQ4 2023: $27.6BQ1 2024: $31.8BQ2 2024: $27.1BQ3 2024: $17.3BQ4 2024: $15.7BQ1 2025: $18.3BQ2 2025: $23.5BQ3 2025: $21.7BQ4 2025: $28.7BQ1 2026: $25.8BQ2 2026: $24.8B
Institutions holding DG and their total value by quarter
QuarterHoldersValue
Q2 20261,134$24.8B
Q1 20261,154$25.8B
Q4 20251,171$28.7B
Q3 20251,061$21.7B
Q2 20251,021$23.5B
Q1 2025916$18.3B
Q4 2024906$15.7B
Q3 2024920$17.3B
Q2 20241,045$27.1B
Q1 20241,105$31.8B
Q4 20231,114$27.6B
Q3 20231,037$20.8B
Q2 20231,164$34.3B
Q1 20231,241$42.6B
Q4 20221,277$50.4B
Q3 20221,267$49.5B
Q2 20221,235$51.5B
Q1 20221,205$47.5B
Q4 20211,236$51.9B
Q3 20211,144$45.9B
Q2 20211,148$46.7B
Q1 20211,177$43.9B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Dollar General Corp; share changes are against Q2 2021.

Institutions holding DG in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
JSF Financial, LLC1,924$408.0K0.20%+1,924New
D.B. Root & Company, LLC1,923$407.0K0.16%−387−16.8%Reduced
Patron Partners Advisors, LLC1,921$407.0K0.30%+20+1.1%Added
AIA Group Ltd1,903$404.0K0.02%+320+20.2%Added
Chilton Investment Co LLC1,904$404.0K0.01%+377+24.7%Added
Toews Corp1,900$403.0K0.05%+1,900New
Hayek Kallen Investment Management1,895$402.0K0.18%00.0%Unchanged
First United Bank Trust1,895$402.0K0.16%+425+28.9%Added
WMS Partners, LLC1,876$398.0K0.06%−54−2.8%Reduced
Perennial Investment Advisors, LLC1,876$398.0K0.14%+53+2.9%Added
Total Clarity Wealth Management, Inc.1,870$397.0K0.19%−100−5.1%Reduced
Landscape Capital Management, L.L.C.1,842$391.0K0.05%−4,296−70.0%Reduced
Newbridge Financial Services Group, Inc.1,834$389.0K0.24%+86+4.9%Added
Miracle Mile Advisors, LLC1,820$386.0K0.02%+428+30.7%Added
Assenagon Asset Management S.A.1,804$383.0K0.00%+1,804New
Wesbanco Bank Inc1,793$380.0K0.01%+62+3.6%Added
Resources Investment Advisors, LLC.1,776$377.0K0.01%−371−17.3%Reduced
SPC Financial, Inc.1,770$375.0K0.05%00.0%Unchanged
Checchi Capital Advisers, LLC1,760$373.0K0.05%+10+0.6%Added
Procyon Private Wealth Partners, LLC1,743$370.0K0.10%+659+60.8%Added
RDA Financial Network1,738$369.0K0.16%+309+21.6%Added
Gotham Asset Management, LLC1,733$368.0K0.01%−720−29.4%Reduced
Orion Portfolio Solutions, LLC1,724$366.0K0.01%+65+3.9%Added
Berman Capital Advisors, LLC1,721$364.0K0.06%+248+16.8%Added
Barings LLC1,689$359.0K0.01%−1,101−39.5%Reduced
Crescent Grove Advisors, LLC1,685$357.0K0.04%+1,685New
First National Bank of Hutchinson1,639$348.0K0.20%+11+0.7%Added
B. Riley Wealth Management, Inc.1,629$345.0K0.03%+1,629New
Purus Wealth Management, LLC1,598$339.0K0.23%−69−4.1%Reduced
St Germain D J Co Inc1,572$333.0K0.02%00.0%Unchanged
Smith Chas P & Associates Pa Cpas1,558$331.0K0.02%+1,558New
U.S. Capital Wealth Advisors, LLC1,559$331.0K0.01%+1,559New
Horizon Investments, LLC1,555$329.0K0.01%+28+1.8%Added
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,547$328.0K0.11%−10−0.6%Reduced
Fayez Sarofim & Co1,544$328.0K0.00%00.0%Unchanged
Moloney Securities Asset Management, LLC1,541$327.0K0.06%+125+8.8%Added
Baker Tilly Wealth Management, LLC1,540$327.0K0.04%+412+36.5%Added
Mark Stevens1,539$326.0K0.04%+66+4.5%Added
Arlington Partners LLC1,531$325.0K0.09%00.0%Unchanged
Acropolis Investment Management, LLC1,596$325.0K0.04%+1,596New
Rehmann Capital Advisory Group1,524$324.1K0.03%−1,367−47.3%Reduced
Sheets Smith Wealth Management1,527$324.0K0.04%00.0%Unchanged
Chesley Taft & Associates LLC1,523$323.0K0.02%00.0%Unchanged
PFG Private Wealth Management, LLC1,522$323.0K0.19%+28+1.9%Added
B&D White Capital Company, LLC1,525$323.0K0.12%+1,525New
Shelton Capital Management1,519$322.0K0.01%−81−5.1%Reduced
Quadrant Capital Group LLC1,515$321.0K0.04%+73+5.1%Added
Veracity Capital LLC1,508$320.0K0.14%−355−19.1%Reduced
Stock Yards Bank & Trust Co1,500$318.0K0.02%00.0%Unchanged
Icon Wealth Partners, LLC1,490$316.0K0.03%+10+0.7%Added
Demars Financial Group, LLC1,482$314.0K0.19%−16,039−91.5%Reduced
National Asset Management, Inc.1,430$305.0K0.01%+1,430New
Quest Capital Management Inc1,433$304.0K0.06%−245−14.6%Reduced
Philadelphia Trust Co1,416$300.0K0.02%00.0%Unchanged
Geneos Wealth Management Inc.1,428$298.0K0.01%+74+5.5%Added
Argent Trust Co1,391$295.0K0.02%−187−11.9%Reduced
BCS Wealth Management1,388$295.0K0.13%00.0%Unchanged
CAPROCK Group, Inc.1,386$294.0K0.03%+23+1.7%Added
RFG Advisory, LLC1,375$292.0K0.02%+445+47.8%Added
Ausdal Financial Partners, Inc.1,358$288.0K0.04%+21+1.6%Added
Financial Counselors Inc1,349$286.0K0.01%−87−6.1%Reduced
Ballentine Partners, LLC1,341$285.0K0.01%+12+0.9%Added
FourThought Financial, LLC1,339$284.0K0.04%−1,031−43.5%Reduced
Sara-Bay Financial1,340$284.0K0.11%00.0%Unchanged
Wilbanks Smith & Thomas Asset Management LLC1,335$283.0K0.01%+205+18.1%Added
Cornerstone Wealth Management, LLC1,310$278.0K0.03%+69+5.6%Added
Capital Analysts, LLC1,305$277.0K0.02%+162+14.2%Added
Curi Capital1,304$276.0K0.13%00.0%Unchanged
Meristem Family Wealth, LLC1,299$276.0K0.03%+62+5.0%Added
Successful Portfolios LLC1,297$275.0K0.16%00.0%Unchanged
Valley Brook Capital Group1,300$275.0K0.27%+25+2.0%Added
Voya Financial Advisors, Inc.1,251$271.0K0.03%+63+5.3%Added
Latitude Advisors, LLC1,279$271.0K0.09%+1,279New
Larson Financial Group LLC1,275$270.0K0.05%+1,001+365.3%Added
Axiom Investment Management LLC1,256$269.0K0.27%00.0%Unchanged
Engine No. 1 LLC1,265$268.0K0.07%+1,265New
Alpha Cubed Investments, LLC1,258$267.0K0.02%00.0%Unchanged
Prime Capital Investment Advisors, LLC1,255$266.0K0.02%−566−31.1%Reduced
First National Trust Co1,257$266.0K0.02%−8−0.6%Reduced
Centerpoint Advisors, LLC1,250$265.0K0.13%−150−10.7%Reduced
Umb Bank N A1,249$265.0K0.01%−18−1.4%Reduced
We Are One Seven, LLC1,190$264.0K0.03%+166+16.2%Added
Colony Group LLC1,234$262.0K0.01%−72−5.5%Reduced
Twinbeech Capital LP1,234$262.0K0.02%+1,234New
Proficio Capital Partners LLC1,230$261.0K0.03%+13+1.1%Added
Edmond de Rothschild Holding S.A.1,224$260.0K0.01%+12+1.0%Added
AMG National Trust Bank1,225$260.0K0.01%+27+2.3%Added
Arvest Bank Trust Division1,206$256.0K0.01%+181+17.7%Added
Barber Financial Group, Inc.1,201$255.0K0.03%+214+21.7%Added
Mitchell McLeod Pugh & Williams Inc1,200$254.0K0.09%00.0%Unchanged
Columbia Asset Management1,175$249.0K0.05%00.0%Unchanged
Prestige Wealth Management Group LLC1,170$249.0K0.06%+255+27.9%Added
Sage Mountain Advisors LLC1,172$249.0K0.04%+1,172New
Capital Square, LLC1,187$248.0K0.18%−50−4.0%Reduced
True Link Financial Advisors, LLC1,168$248.0K0.03%00.0%Unchanged
Excalibur Management Corp1,162$247.0K0.11%−450−27.9%Reduced
Ergoteles LLC1,160$246.0K0.01%−44,517−97.5%Reduced
Putnam Investments LLC1,161$246.0K0.00%−32,075−96.5%Reduced
Bollard Group LLC1,160$246.0K0.01%+2+0.2%Added
Tobam1,147$243.0K0.01%+317+38.2%Added